Frank Lallos has over twenty years of financial services and software company expertise working with organizations across operations, product development, finance and strategy to grow their business. At NRS, Mr. Lallos is focused on the operations of our business including growing our product offering with a focus on our Collective Investment Trust offerings, custom Fund-of-Fund administration, operations and working with our COO on the overall growth of our business.
Prior to joining NRS, Frank held a number of leadership positions in operations, strategy and finance. Most recently he was CFO of Vantage Deluxe Travel a $150M direct marketing company. Prior to Vantage he was Vice President of finance for both Pyramis Global Advisors (a Fidelity Investments Company) and Fidelity Investment's Institutional Brokerage Division.
Earlier in his career, roles included Divisional President at Online Brokerage Solutions; VP of operations and CFO at ByAllAccounts Inc.; and Director of Finance at Fidelity Investments. Frank began his career working at Deloitte & Touche LLP focused on providing consulting services to the financial services industry.
Frank received both his MBA in finance and corporate accounting and his BA in economics and political science from the University of Rochester. He also holds a Chartered Financial Analyst designation.